At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. JOB OVERVIEW District Vice President (DVP) is responsible for developing and implementing a business plan and sales strategy to increase CIGAM’s market share within the territory; develop a territory coverage strategy and communication plan with existing and prospective advisors; and educate and develop advisor knowledge of CI investment solutions. Acting in collaboration with a Business Development Manager and Sales Associate, a DVP will be assigned and be responsible for achieving the CIGAM gross and net sales targets assigned to the district. RESPONSIBILITIES: Increase sales and grow CIGAM’s market share Build consultative relationships with Advisors and staff Work closely with Sales Associates and Business Development Managers to implement territory plan, prospect and maintain existing relationships (includes providing guidance and coaching) Fully adopt and effectively use CIGAM’s CRM platform to maximize sales results in the territory Master CIGAM’s investment message Represent CIGAM at regional and national conferences Consistently improve and develop product knowledge, sales skills and efficiencies Maintain above average Environics Advisor Perception rankings Work closely with the National Accounts and BDM to identify and execute on specific firm and advisor initiatives Use deliberate, thoughtful scheduling and calendar management in order to achieve activity targets and to ensure activity corresponds to territory priorities QUALIFICATION: Experience: Minimum 3 years financial services industry experience in a sales capacity Education/Training: University degree in Business Administration, Economics, Finance Financial services designations (e.g. CSC, CFP, CIM, CFA, CAIA). Knowledge, Skills, & Abilities: Securities, mutual fund products, and investment industry Advance expertise in MS Office (Word, Excel, PowerPoint) Excellent communication and interpersonal skills in managing relationships with clients Strong time management and organization skills with the ability to meet deadlines Resourcefulness and creative problem solving skills to provide effective solutions for clients WORKING CONDITIONS: Hybrid WFH and Office Position Routine office environment. Role requires travel and attendance at functions and activities which extend beyond normal office hours. CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI. A Supportive Environment for Success We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally. WHAT WE OFFER Modern HQ location within walking distance from Union Station Training Reimbursement Paid Professional Designations Employee Savings Plan (ESP) Corporate Discount Program Enhanced group benefits Parental Leave Top–up program Paid time off for Volunteering We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further. Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747. CI Financial is an independent company offering global wealth management and asset management advisory services. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.
